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Lloyd Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Lloyd Advisory Services’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-667
Closed -$93K – 1026
2025
Q4 		$93K Buy
+667
New +$92.1K 0.04% 187
2021
Q3 		– Sell
-1,041
Closed -$99K – 417
2021
Q2 		$99K Buy
+1,041
New +$96.3K 0.05% 118

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Lloyd Advisory Services's SUSA Position: Q1 2026 in Review

Lloyd Advisory Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 667 shares — an estimated $93K sold.

Lloyd Advisory Services first reported a position in SUSA in Q2 2021 and held it in 2 quarters. The position peaked at $99K in Q2 2021. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Lloyd Advisory Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 667 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $93K.
  • Lloyd Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $99K in Q2 2021.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.